Portfolio Analyst & Client Advisory — Wealth Management
Job in
Wayzata, Hennepin County, Minnesota, 55391, USA
Listed on 2025-12-17
Listing for:
RBC Capital Markets, LLC
Full Time
position Listed on 2025-12-17
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance, Financial Services
Job Description & How to Apply Below
A leading financial institution is looking for a detail-oriented Registered Client Associate in Wayzata, Minnesota. This role involves providing analytical support to Financial Advisors, assisting with client account management, and fostering client relationships. Candidates should have over three years of relevant experience, possess Series 7 and 66 certifications, and demonstrate strong communication skills. This position offers competitive compensation and a comprehensive rewards program including bonuses and flexible benefits.
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